Tammi Lauder – From a Psychology Major to Financial Advisor: How Understanding Client Mindsets Benefits Her Advisory Practice
In our latest episode of Genius Loves Company, Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office speaks with Tammi Lauder, one of Rockefeller’s Private Advisors, as they unpack Tammi’s over 40-year career and how a background in psychology has helped her best support clients.
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This material was prepared by Rockefeller Capital Management. The views expressed of the hosts and podcasts in this episode are as of a particular point in time and are subject to change without notice. The views expressed by these speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.
This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services, or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. RCMID-1428079438-4539